Connecting to WorkflowMax/Xero Practice Manager.
In order to use PlanRight, you’ll need to connect to either WorkflowMax or Xero Practice Manager. The steps are the same, whether you are connecting to WorkflowMax or Xero Practice Manager:
When you first sign up to PlanRight, you will be walked through the process to connect your PlanRight account to your WorkflowMax/Xero Practice Manager a...
Thu, 14 Nov, 2024 at 9:32 PM
Choose this option if you haven’t done any detailed planning in WorkflowMax and would like to start planning in PlanRight. With this option your clients,...
Thu, 14 Nov, 2024 at 9:32 PM
Choose this option if you have been using WorkflowMax to do your detailed planning. With this option you will be able to import all your data from Workfl...
Thu, 14 Nov, 2024 at 9:32 PM
The time it takes for the sync to finish depends on the amount of data in your WFM/XPM account - it can be anywhere from 5 minutes to overnight (if you h...
Thu, 14 Nov, 2024 at 9:33 PM
PlanRight supports three sync modes. This is set in the XPM/WFM tab on the Settings page. - Off: No data is sync'ed from WFM/XPM to PlanRight....
Thu, 14 Nov, 2024 at 9:33 PM
Every day, at approximately 7am, 11am, 3pm and 7pm (in your timezone), PlanRight will do a complete sync of your data from WFM/XPM to PlanRight. This in...
Thu, 14 Nov, 2024 at 9:33 PM
Every 20 minutes, between 7am and 7pm (in your timezone), PlanRight will attempt to perform a quick sync of your data from WFM/XPM. This includes: ...
Thu, 14 Nov, 2024 at 9:34 PM
The following changes, made in PlanRight, will be updated immediately in WorkflowMax: - When a task is allocated to a staff member, that staff ...
Thu, 14 Nov, 2024 at 9:34 PM
If you have added a job in WorkflowMax and don't want to wait for a full sync to happen, you can select the client from the Jobs page under Schedulin...
Thu, 14 Nov, 2024 at 9:34 PM